Renewal and Sales Associate

Manulife; Canada; Hybrid; CAD 30,000 - 60,000; Full time

Job summary

A leading financial services firm in Canada is seeking a professional to manage renewals and provide assistance to plan advisors. This role involves negotiating renewals, monitoring workloads, and adjusting renewal rates based on requirements. The ideal candidate will have strong negotiation skills, a good understanding of Group Benefits, and the ability to coach effectively. Work comes with benefits including flexible remote arrangements and a supportive environment.

Benefits

Comprehensive benefits package

Flexible remote work arrangement

Generous paid time off

Qualifications

• Strong understanding of renewal processes and underwriting.
• Good knowledge of Group Benefits products and services.
• Ability to effectively coach and assist plan advisors.

Responsibilities

• Prepare, send, manage, and negotiate renewals with advisors.
• Monitor renewal workload by assigned cases and advisors.
• Handle renewal appeals and assist advisors in selling.

Skills

Negotiation skills

Communication skills

Understanding of renewal processes

Ability to coach advisors

Job description

Employer Industry: Financial Services

Why consider this job opportunity

• Opportunity for career advancement and growth within the organization
• Flexible remote work arrangement
• Comprehensive benefits package including health, dental, mental health, and wellness benefits
• Incentive programs and potential for performance-based compensation
• Supportive environment that promotes well-being and inclusion
• Generous paid time off program, including vacation and sick days

Job Responsibilities

• Prepare, send, manage, and negotiate renewals with plan advisors
• Prioritize and monitor renewal workload by assigned cases and advisors
• Access internal systems for previous renewals, claims history, and other reports
• Adjust renewal rates based on case and advisor requirements, applying Discretionary Spending Account (DSA)
• Handle renewal appeals and assist advisors in selling renewals

Qualifications

• Strong understanding of renewal processes and underwriting
• Good knowledge of Group Benefits products, services, pricing, and cost control
• Familiarity with industry trends and advisor requirements
• Excellent negotiation and persuasive communication skills
• Ability to coach and assist plan advisors effectively

Preferred Qualifications

• Ability to work with multiple stakeholders with varying priorities
• Experience in managing competing or fluctuating priorities and deliverables
• Capability to engage with advisors of different maturity levels and product understanding